NASDAQ$MRAM

Everspin Technologies Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Revenue was in line with guidance and EPS exceeded guidance.

Everspin Technologies reported third-quarter revenue in line with guidance and GAAP net income per diluted share ahead of guidance, driven by new contract wins and cost containment efforts. The company remains focused on scaling its business and converting additional design wins to revenue.

  • Total revenue was $12.1 million, compared to $16.5 million in the third quarter of 2023.
  • MRAM product sales were $10.4 million, compared to $13.5 million in the third quarter of 2023.
  • Licensing, royalty, patent, and other revenue was $1.7 million, compared to $2.9 million in the third quarter of 2023.
  • GAAP net income was $2.3 million, or $0.10 per diluted share, compared to net income of $2.4 million, or $0.11 per diluted share, in the third quarter of 2023.

Headline financials

Total Revenue

$12.1M

Previous: $16.5M-26.6%
EPS

$0.10

Previous: $0.11-9.1%
Non-GAAP Gross Margin

51.0%

No prior period
Gross Margin

49.2%

Previous: 60.2%-18.3%
GAAP Operating Expenses

$8.07M

No prior period
Other Income, Net

$4.4M

No prior period
Operating Margin

-17.5%

No prior period
Non-GAAP Operating Expenses

$6.75M

No prior period
Non-GAAP Operating Income

-$583K

No prior period
Non-GAAP Operating Margin

-4.8%

No prior period
Non-GAAP Net Income

$3.8M

No prior period
Capital Expenditures

-$1.3M

Previous: -$1.08M-20.6%
Free Cash Flow

$969K

Previous: $1.36M-28.6%
Net Income

$2.27M

Previous: $2.44M-6.8%
Operating Income

-$2.12M

Previous: $1.98M-206.9%
Gross Profit

$5.95M

Previous: $9.92M-40.0%
R&D Expense

$3.38M

Previous: $2.66M+27.3%
Stock-Based Comp

$1.53M

Previous: $1.28M+19.7%

Revenue & EPS history

Everspin · Revenue · Quarterly

$12.1M

Q3 2024-26.6%vs Q3 2023
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Revenue by segment

Everspin · $11.8M total across 2 segments · Q2 2021

  • Product Sales
    $10.2M-6.8%
  • Licensing and Other
    $1.66M+84.8%

Forward guidance

For the fourth quarter 2024, Everspin expects total revenue in a range of $12 million to $13 million and GAAP net income per diluted share to be between $0.00 and $0.05.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

+0.1%

Avg return

Earnings day

+1.6%

Avg return

5 days after

+5.8%

Avg return

30 days after

39%

15 / 38 earnings

Positive

+62.7%

Q3 2021

Best reaction

-25.8%

Q2 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.5%+47.0%+106.8%
Q4 2025-15.5%-15.2%-12.1%
Q3 2025-18.0%-12.7%-17.7%
Q1 2025+11.7%+7.4%+5.8%
Q4 2024-1.4%-3.3%-10.7%
Q3 2024-7.6%-13.2%-8.2%
Q2 2024-2.4%-10.7%-9.9%
Q1 2024-12.3%-15.8%-19.7%
Q4 2023-11.2%-7.1%-13.2%
Q3 2023-13.5%-8.7%-7.2%
Q2 2023+4.2%+6.1%+4.9%
Q1 2023+7.6%+10.5%+29.7%
Q4 2022+0.3%-1.6%-1.3%
Q3 2022-14.1%-7.4%-3.0%
Q2 2022+41.9%+38.6%+10.8%
Q1 2022-10.4%-9.9%-11.0%
Q4 2021-9.1%-13.1%-12.5%
Q3 2021+62.7%+101.7%+65.5%
Q2 2021+3.4%-2.7%+20.0%
Q1 2021+5.2%+3.6%+22.0%
Q4 2020-4.9%-2.3%+4.0%
Q3 2020-21.7%-21.9%-32.4%
Q2 2020-25.8%-39.5%-38.9%
Q1 2020+52.8%+78.3%+119.8%
Q4 2019+13.3%+15.1%+16.4%
Q3 2019-6.6%-6.5%-15.5%
Q2 2019-1.7%+5.7%+11.6%
Q1 2019-0.8%-9.6%-21.3%
Q4 2018-2.3%-5.7%+0.0%
Q3 2018+1.6%+1.4%-16.2%
Q2 2018-12.5%-16.4%-15.8%
Q1 2018+20.8%+19.1%+11.4%
Q4 2017-14.7%-12.7%-12.1%
Q3 2017-9.7%-12.8%-23.9%
Q2 2017-19.5%-18.0%-11.6%
Q1 2017+11.5%+2.5%+100.0%
Q4 2016-3.3%-14.0%-1.0%
Q3 2016+1.6%+5.9%+6.6%
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015

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